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Private Capital Management (Colorado)’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Private Capital Management (Colorado)’s Portfolio EAOM Stock Details EAOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,785
Closed -$50.8K – 231
2024
Q3 		$50.8K Hold
1,785
– – 0.01% 233
2024
Q2 		$48.4K Hold
1,785
– – 0.01% 188
2024
Q1 		$48.2K Buy
+1,785
New +$47.1K 0.01% 192

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BCM
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FDCDDQ
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National Bank of Canada
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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
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Private Capital Management (Colorado)'s EAOM Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q4 2024, closing a stake of 1,785 shares — an estimated $50.8K sold.

Private Capital Management (Colorado) first reported a position in EAOM in Q1 2024 and held it in 3 quarters. The position peaked at $50.8K in Q3 2024. 9 funds tracked by Wall St. Rank hold EAOM as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 1,785 iShares ESG Aware Moderate Allocation ETF shares in Q4 2024, an estimated $50.8K.
  • Private Capital Management (Colorado) first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2024 and held it in 3 quarters.
  • Private Capital Management (Colorado)'s iShares ESG Aware Moderate Allocation ETF position peaked at $50.8K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.